See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,495 | $102,317-67.3% | $146,958-77.2% | $80,856-58.6% |
| Participation rate | 39.5% | 75.8%-36.4pp | 82.2%-42.7pp | 67.6%-28.2pp |
| Annual return | 13.27% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,192 | $3,713-67.9% | $4,933-75.8% | $2,755-56.7% |
| Participant deferral / active EE | $2,389 | $6,644-64.0% | $8,070-70.4% | $4,296-44.4% |
| Admin fee / account holder | $4 | $7,941-100.0% | $12,998-100.0% | $6,918-99.9% |